IRAs and Roth IRAs

3,118 topics in this forum

1. Roth IRA loophole?

   By Guest Hopewell, February 19, 2003
   • 3 replies
   • 1.9k views
   • 
   • Appleby
   • February 20, 2003

2. AVOID MALPRACTICE! EXTEND DUE DATE OF RETURN IN SUBSEQUENT YEAR OF CON

   By Guest DAVETAX, March 10, 1999
   • 3 replies
   • 1.3k views
   • 
   • Kathy
   • March 11, 1999

3. Consequences to IRA custodian for accepting non eligible funds

   By Guest neco, January 3, 2003
   • 3 replies
   • 1.4k views
   • 
   • BPickerCPA
   • January 4, 2003

4. large ira conversion-substantailly equal periodic payments started

   By Guest jconley, December 7, 1999
   • 3 replies
   • 1.4k views
   • 
   • BPickerCPA
   • December 8, 1999

5. Questions so basic, I embarrass myself!

   By Guest Jennifer, January 14, 2001
   • 3 replies
   • 1.6k views
   • 
   • John G
   • January 15, 2001

6. 457(b) to Roth IRA

   By Guest Ford, September 29, 2002
   • 3 replies
   • 3.8k views
   • 
   • Michael Devault
   • September 30, 2002

7. Roth Conversion of Pension Plan

   By JRN, November 16, 2009
   • 3 replies
   • 2.9k views
   • 
   • masteff
   • November 19, 2009

8. Roth IRA for a Child

   By Guest King, November 30, 1999
   • 3 replies
   • 1.5k views
   • 
   • BPickerCPA
   • December 12, 1999

9. What happens in the event of divorce, when a participant is taking sub

   By Guest DDDlump, January 9, 2002
   • 3 replies
   • 1.5k views
   • 
   • BPickerCPA
   • January 10, 2002

10. Flexible custodian for Roth IRAs, Roth IRA annual reporting requiremen

    By Guest Ed Lichtig, November 30, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 7, 2000

11. Turbo Tax is telling me that I have to withdraw my IRA - I have no idea why

    By Guest brooklynjoe, April 14, 2005
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 14, 2005

12. 401K to an (ROTH) IRA

    By Guest ARPRINCE, February 25, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • February 25, 2002

13. Roth Annuity Remedy?

    By Guest fallse, December 16, 2009
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • May 17, 2010

14. Deadline for correcting an IRA excess contribution?

    By Guest Shelton, April 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2001

15. Final RMD Regs

    By Guest franky, April 16, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • April 16, 2002

16. Young whipper-snapper thinking ahead

    By Guest jamison, July 21, 2000
    • 3 replies
    • 1.8k views
    • 
    • Bill Berke
    • August 1, 2000

17. Make too much

    By Guest azrph, December 30, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • December 31, 2004

18. SIMPLE IRA Contributions Not Affecting amount an individual can contribute to a ROTH or Traditional IRA

    By TD, July 13, 2023
    • 3 replies
    • 6.4k views
    • 
    • G8Rs
    • July 17, 2023

19. Voting rights for employer securities in a minority shareholder's IRA.

    By katieinny, October 17, 2005
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 18, 2005

20. January 31 RMD reporting requirement (& 2003 5498)

    By Guest RJM, November 7, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • November 14, 2003

21. Withdraw from traditional IRA or 401K in 2004 for 2003 income

    By Guest BmattIII, April 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • John G
    • April 3, 2004

22. How does Roth 5 year period apply to conversions?

    By Guest Mary Ann, October 18, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 25, 2000

23. Catch-up contribution of $ 500 for 2002

    By alexa, February 19, 2003
    • 3 replies
    • 1.2k views
    • 
    • bzorc
    • March 4, 2003

24. 6% excise tax on ineligible rollover

    By BG5150, December 9, 2008
    • 3 replies
    • 2.5k views
    • 
    • BG5150
    • December 9, 2008

25. FORM 8686

    By Guest rpn50, April 4, 2001
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • April 5, 2001

26. Roth to Traditional IRA

    By Guest Jim Payne, January 10, 2002
    • 3 replies
    • 1.3k views
    • 
    • BPickerCPA
    • January 11, 2002

27. I'm a newbie at Roth IRA's

    By Guest Jackie V, August 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • John G
    • August 22, 2004

28. IRA Custodian Mistake - Did not implement Roth Conversion

    By 401_4_ever, March 5, 2015
    • 3 replies
    • 2.1k views
    • 
    • John G
    • March 30, 2015

29. new Roth Ira Prospect

    By Guest jojo42, November 23, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 26, 2002

30. IRA to Roth IRA Conversions

    By Guest JIM99, December 12, 2002
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2002

31. Is One Roth Better Than Another?

    By Guest marc_c, March 26, 2005
    • 3 replies
    • 1.5k views
    • 
    • John G
    • April 7, 2005

32. More on ROTH IRA

    By Guest jkriv03, February 7, 2006
    • 3 replies
    • 1.7k views
    • 
    • John G
    • February 7, 2006

33. TY1998 with a negative net income and a prematurely-funded Roth IRA ($

    By Guest ewittemd, December 28, 1999
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 28, 1999

34. Rotha IRA for 1999 capital gains

    By Guest barbra, September 13, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2000

35. IRA Distribution Question

    By bzorc, April 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • April 27, 2004

36. Advice for Vanguard Funds

    By Guest northshore, January 25, 2012
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 26, 2012

37. IRA Non-Spouse Beneficiary

    By Guest rfh3, May 26, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 28, 2003

38. Higher Education Withdraw

    By Guest Schrjeanne, December 17, 2003
    • 3 replies
    • 2k views
    • 
    • JAMES PATRICK
    • January 5, 2004

39. Contributed monthly and AGI got over 156,000

    By Guest cfree3, October 27, 2007
    • 3 replies
    • 1.8k views
    • 
    • jevd
    • October 30, 2007

40. Can a non-individual be an owner of a Roth IRA?

    By Guest strav, March 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • John Olsen
    • March 24, 1999

41. Any Forms to IRA for Roth Contribution..

    By Guest ViralShah, February 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

42. Regular IRA for 2001 then recharacterize later?

    By Guest phoenixazian, February 26, 2002
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 27, 2002

43. Conversion Tax Question

    By Guest terbo, December 19, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 20, 2001

44. Poor 401K. Going it on my own with ROTH IRA, advice?

    By Guest dcsurfing, October 5, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2004

45. IRA 60-day loan - repaying with roll over/transfer proceeds from qualified plan?

    By sportswhiz00, March 9, 2015
    • 3 replies
    • 1.4k views
    • 
    • John G
    • March 30, 2015

46. Excess contribution to Roth take it out or leave it in.

    By Guest cswan57, April 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 3, 2001

47. Later Retirement and RMD's

    By Guest David Hammond CISP, December 13, 2002
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • December 19, 2002

48. IRA contribution to qualified plan

    By Guest RBeck, April 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 15, 2003

49. ira beneficiary tax treatment

    By Guest leclark, January 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • January 31, 2004

50. Are viaticals a prohibited investment for a self-directed IRA?

    By Guest angieeasterling, August 22, 2000
    • 3 replies
    • 2.4k views
    • 
    • John G
    • August 29, 2000